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FAQs

Sales Reports

Sales and Revenue What is a 'Sale'? The Sales Reports report on revenue generated on a specific...

Updated 9 months ago by Mike

User Management

Update Users

Use this screen to setup or edit new users.  Setup User Details Field Purpose ...

Updated 9 months ago by Mike

Search Log

Other Reports

This report will show you Site Searches made within a given period.  Unsuccessful searches are h...

Updated 9 months ago by Mike

Notes by User

Other Reports

This report shows a summary of notes by User.  This is a summary of the Tasks within the CRM.  ...

Updated 9 months ago by Mike

Stock Reservation

General Stock Management

Stock Reservation prevents automated processes from over-allocating a unit of stock However, it ...

Updated 9 months ago by Mike

Pay with Deposit

Checkout

If enabled, the customer will be able to Pay with Deposit for any order for any order over a mini...

Updated 10 months ago by Mike

Audit History

Sales Orders Sales Orders (Detail)

The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...

Updated 10 months ago by Mike

Order Notes

Sales Orders Sales Orders (Detail)

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email ...

Updated 10 months ago by Mike

Balance

Sales Orders Sales Orders (Detail)

This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...

Updated 10 months ago by Mike

Apply Discounts

Sales Orders Sales Orders (Detail)

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...

Updated 10 months ago by Mike

Delivery Information

Sales Orders Sales Orders (Detail)

Edit delivery information here. Same as billing This will copy the billing address to the del...

Updated 10 months ago by Mike

Apply Delivery

Sales Orders Sales Orders (Detail)

Use the controls in this section to add or change the delivery type associated with a Sales Ord...

Updated 10 months ago by Mike

Loyalty Scheme

General

The IXO Commerce loyalty scheme works on a simple basis. A registered customer will earn a certai...

Updated 10 months ago by Mike

FAQs

Sales Orders Sales Orders (Detail)

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sale...

Updated 10 months ago by Mike

Loyalty

Sales Orders Sales Orders (Detail)

This section displays the loyalty points accrued by the customer, their monetary worth, and inv...

Updated 10 months ago by Mike

Discount Management

Sales Orders Sales Orders (Detail)

Promotions and manual discounts are displayed and can be managed in this section.  Discounts w...

Updated 10 months ago by Mike

Stock Allocation

General Stock Management

Overview Stock Allocation is the process by which a unit of stock is added to a Sales Order. Thi...

Updated 10 months ago by Mike

Customer Details

Sales Orders Sales Orders (Detail)

This section can be used to amend the customer details. Some details can only be edited as part...

Updated 10 months ago by Mike

Status Management

Sales Orders Sales Orders (Detail)

Status management may be used to adjust the status of a Sales Order. It's use is limited as mos...

Updated 10 months ago by Mike

Invoice

Sales Orders Sales Orders (Detail)

The invoice section allows you to review paperwork for the Sales Order. If the document has pr...

Updated 10 months ago by Mike